Grow your networth

Wealthzi is an online wealth management service built for the discerning investors who want to improve their networth, and have a better control of their financial future

Expert advice & technology

The platform combines the power of both technology and expert wealth advice to manage your investments, and keep you on track on the wealth journey

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Financial dashboard

A 360-degree financial dashboard to monitor and review your portfolio, a wealth of information on various financial products, and insights into growing your portfolio value and networth

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Digital onboarding

We start by building and analysing your financial profile, reviewing your risk type & time horizon, helping in goal planning, and recommending an ideal asset allocation

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Robust transactions platform

A secure technology platform for executing transactions, besides being assisted by an experienced operations team.

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Expert wealth advisors and service specialists

Whether it's a question on a mutual fund or a portfolio management service (PMS), or a deep dive into investment in equity or debt, our licensed advisors and service specialists are available to clarify your queries

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Spend and income analysis

Unique tools and charts that give you a complete picture of your financial profile, track your income and expenditure, and provide you with recommendations and alerts.

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Personal loans & credit cards

While we manage and grow your wealth, if you are in need of any personal loan or credit cards, you can apply for realtime approval on the platform.

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